I was a Director at a Marketing company when I decided to stay at home with my first. A decade and five children later, I landed a job as a stock broker and I loved it! In 2009, I become a CERTIFIED FINANCIAL PLANNER(R) professional. That opened my eyes to the breadth and depth of this industry. I feel it is my calling to serve people to reach their financial goals, whether that be a widow or divorcee starting a new life, or couples looking for a way to support their children through college and invest for the kind of retirement they dream of.
I am also a Certified Divorce Financial Analyst(R), so I work as either a neutral party to a couple going through Collaborative divorce or an advocate for one party to the divorce. I help you and your attorney understand the financial impact and tax ramifications of decisions made during the divorce process. I help you collect, organize, and prepare financial information (for both you and your attorney), and identify which financial information is most important. I help the couple establish a path to secure retirement, expedite the divorce process and mediate a future they create for themselves.
THREE THINGS ABOUT ME
I love to spend time with my husband and 5 children.
Certified Financial Professional (CFP), Certified Divorce Financial Analyst (CDFA)
University of Cincinnati (BS)
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.